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I’ll Tweet When I’m Dead

The proliferation of online accounts and assets in the digital age makes planning for access and transfer of digital assets an essential part of any estate plan. With all due respect to Warren Zevon’s 1976 release I’ll sleep when I’m dead, tweeting once we reach our eternal slumber probably isn’t something on any of our

Time to Consider a Donor Advised Fund?

A donor advised fund (DAF) is a charitable savings account, a type of charitable vehicle opened with a public charity, often a community foundation

Your Investments’ Journey at Parsec

As a Parsec client, you might wonder how we choose and monitor the investments in your portfolio. Because we value transparency, we would like to shed some light on how we make these decisions and give you some insight into your investments’ journey at Parsec. When it comes to individual stock selection, fundamental analysis is

On Retirement - Parsec Financial

Turning 65, Reflecting Back and Planning Ahead

Turning 65 made me think about financial security, or perhaps to think about it differently than I did at 45. My perspective on what exactly financial security is has evolved over the years.

To Trade, or Not To Trade

When you see trading activity in your account, it generally falls into three main categories: raising or investing cash, rebalancing, and block trading.

Why You Should Review Estate Documents After a Move

There is already enough to think about when it comes to moving, whether it is down the street, across state lines or even to another country. Make sure to take the necessary time to review estate documents during the moving process. Read more:

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Michael Baughman

Michael Baughman

Michael is a Certified Financial Planner practitioner and a NAPFA-Registered Financial Advisor.

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Parsec Financial Longevity Forum

A robust library of educational content provided by local experts on various aspects of aging well such as wills and estates, long-term care, nutrition, financial advice, planning for your legacy and more.

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